McHugh Steel: Simple Salesforce Solution for Manufacturing
As McHugh Steel scaled as a business, they realised they needed a solution to help fix the issue of having disconnected and siloed data on their customers, products, and jobs.
The Brief
McHugh Steel’s previous process of tracking sales and job execution was primarily done in a spreadsheet, with quotes being generated in separate software. This would not suffice if they wanted to grow further, have a more holistic view of their customers and automate manual processes.
Their key requirements were to:
- Streamline processes and manual workloads.
- Have visibility across all of their sectors.
- Digitise and automate quoting.
- Integrate invoicing and receipting.
- Schedule all jobs from Salesforce.
- Gain valuable reporting and insights.
- Make sure the solution is easy to use – from management to staff in the warehouse.
Our Approach
After McHugh Steel chose Salesforce as the platform to help scale their business, our team focused on an implementation that would help them grow and manage costs by making more informed and data-driven business decisions.
This included:
- a custom developed Sales Cloud to not only manage existing deliveries, but to also open the opportunity for business expansion
- allowing them to save on costs and become more efficient with scheduling
- quoting and pipeline management to report on expected revenue and conversions
- customer visibility of invoicing, opened quotes and previous jobs and orders
- automating progress invoicing and receipting inside Salesforce
- creating a custom barcode scanning application to help track screw counts for each day, which includes the usage and wastage with a vision to expand into stock management.
“Starting a new journey with Salesforce was daunting at first, but I definitely recommend it. It’s a great platform and just so easy to use.”, Sonja McHugh-Pressler, CEO, McHugh Steel
The Results
McHugh Steel now have insight into who their customer is from the get-go, including their purchase history and where their jobs are up to. They can also schedule all jobs natively in Salesforce, followed by automating quoting, invoicing, and receipting.
Other results:
- An improved delivery schedule through the calendar and approval functions, providing a central and transparent hub for all related documents when something changes on a job.
- Improved reporting functions and insights for better business decisions. This includes reporting on a custom-made mobile app scanner, which allows them to track screw usage and wastage, by day and team.
- Their weekly meetings are 30% quicker than before, due to the reporting customisation and scheduling functions. Additionally, all data within the different divisions is now in one place, which helps with material forecasting and recruitment needs for specific jobs.
VISEO took the time to actually understand our business, learn the ins and outs alongside us with our processes to make sure our Salesforce solution was designed the way that we needed it to be.